Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,290,999
-$208,873 QoQ
Shares Held
4,776
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,596
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026BURKE & HERBERT BANK & TRUST CO holds $2,388,493 across 4 Restaurants names. MCD ranks #1 (54.1% of the industry book) .
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290,999 | 4,776 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,499,872 | 4,826 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,478,025 | 4,836 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,499,086 | 4,933 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,441,272 | 4,933 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,544,667 | 4,945 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,487,133 | 5,130 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,567,616 | 5,148 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,348,611 | 5,292 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $784,666 | 2,783 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,105,685 | 3,729 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $987,109 | 3,747 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,207,962 | 4,048 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,190,019 | 4,256 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,126,590 | 4,275 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,001,410 | 4,340 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,108,490 | 4,490 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,151,087 | 4,655 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,314,614 | 4,904 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,190,841 | 4,939 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,140,397 | 4,937 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,101,423 | 4,914 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,055,733 | 4,920 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,147,713 | 5,229 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $967,913 | 5,247 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $887,763 | 5,369 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||